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nsmith-brmcltd-c
Level 1

Can you create a customer balance summary report with just a group of customers?

 
Solved
Best answer February 09, 2021

Best Answers
Jessica_young
QuickBooks Team

Can you create a customer balance summary report with just a group of customers?

Hey there, @nsmith-brmcltd-c.

 

 Great news! You can customize most reports in QuickBooks Desktop.

  1. Go to the Reports menu and select Reports Center.
  2. Find and open a Customer Balance Summary on the list.
  3. Select Customize Report.
  4. Click on the Filter tab.
  5. Look for the Name in the Filter selection, then select your customers to be included in the report Select the Multiple Customers drop-down, if necessary.

Once you are done using the filters and other features available to customize your report, you can select Memorize to save the report so you can use it again in the future.

 

I'd love to hear how this goes! If you have any other questions on reporting or anything else within QuickBooks, I'm only a post away. Take care! 

View solution in original post

2 Comments 2
Jessica_young
QuickBooks Team

Can you create a customer balance summary report with just a group of customers?

Hey there, @nsmith-brmcltd-c.

 

 Great news! You can customize most reports in QuickBooks Desktop.

  1. Go to the Reports menu and select Reports Center.
  2. Find and open a Customer Balance Summary on the list.
  3. Select Customize Report.
  4. Click on the Filter tab.
  5. Look for the Name in the Filter selection, then select your customers to be included in the report Select the Multiple Customers drop-down, if necessary.

Once you are done using the filters and other features available to customize your report, you can select Memorize to save the report so you can use it again in the future.

 

I'd love to hear how this goes! If you have any other questions on reporting or anything else within QuickBooks, I'm only a post away. Take care! 

View solution in original post

nsmith-brmcltd-c
Level 1

Can you create a customer balance summary report with just a group of customers?

Hi yes. I got my report from your instructions. 

 

Thank you very much.

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